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start [2017/04/07 14:54]
skrash 		start [2021/12/01 19:43]
jmulvaney [Discovery & Resource Management Systems]
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 {{::​umlibtxt275.jpg?​200|}} {{::​umlibtxt275.jpg?​200|}}
  
-Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research. ​+Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides ​access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research. ​ 
 + 
 + 
 +[[https://​scholarworks.umass.edu/​libraries_content_and_discovery|Content & Discovery Showcases]]\\ 
 +[[https://​docs.google.com/​drawings/​d/​17tBYxiXy6AlAAkhagw3KLExahbBMDDyjDTz606FKj9g/​edit?​usp=sharing |IRM Organizational Chart]]\\ 
 +[[https://​docs.google.com/​document/​d/​1yMA34RBBHmcX0Wt0npGOA7pUEWfn81Jr/​edit?​usp=sharing&​ouid=108975950027587109594&​rtpof=true&​sd=true|2021 IRM Major Unit Activities]]\\ 
 + 
 +==Staff Policies== 
 +[[attendance_policy_2021|Attendance policy (September 2021)]]\\ 
 + 
 +==Historical== 
 +{{:​irmmajorunitactivities2017.pdf|2017 IRM Major Unit Activities}}\\ 
 +[[evolving_workflows_-_2016|Evolving Workflows 2016]]
  
-{{:​irm_chart_2017.pdf|IRM Organizational Chart 2017}}\\ 
-{{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\ 
-{{:​irmpersonnelchartmay2017.pdf|IRM Personnel Chart May 2017}}\\ 
  
 \\ \\
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 ===== IRM - General ===== ===== IRM - General =====
 +
 +[[Aleph Services Workshop]]
 +
 [[Collection Analysis Task Force (CATF) Recommendations (2017)]] [[Collection Analysis Task Force (CATF) Recommendations (2017)]]
  
-[[Collection Development Policy]]+[[http://​hdl.handle.net/​1721.1/​108771|Creating a Social Justice Mindset: Diversity, Inclusion and Social Justice in the Collections Directorate of the MIT Libraries]]
  
-[[Documentation Policy for IRM Department]]+[[Five College Annex Processing Procedures]]
  
-[[Evolving Workflows - 2016]]+[[Five College Microforms Repository Policy]]
  
-[[Goals]]+[[https://​calendar.google.com/​calendar/​embed?​src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five College Shared Approval Plan Calendar]]
  
-[[Green Office Program]]+[[Goals|IRM Goals]]
  
-[[Special Processing Requests/​Priorities]]+[[Order Supplies IRM]]
  
-[[Staff Directory]]+[[Policies|IRM Policies]] 
 + 
 +[[irm_social_media|IRM Social Media]] 
 + 
 +==== Electronic Resources General Notes for all (Includes Guidance on Holdings) ===== 
 + 
 +[[General Guidelines for eResources]]
  
 ===== Acquisitions ===== ===== Acquisitions =====
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 [[ARL E-Resources Collection Statistics]] [[ARL E-Resources Collection Statistics]]
- 
-[[Collection Codes For Aleph MARC Records]] 
  
 [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]] [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
  
-[[https://​docs.google.com/​spreadsheets/​d/​1DAsFV6VncswKeAWEm3n6d77FOgVnWuuxMa7-uxtrPQg/​edit?​usp=sharing|CORAL Field Notes]]+[[CORAL]]
  
-[[http://​coral.library.umass.edu/umacoral/|CORAL Login Page]]+[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]] 
 + 
 +[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
 [[Databases & Packages - New Purchases Checklist]] [[Databases & Packages - New Purchases Checklist]]
  
-[[De-duping OCLC local bib records and MARCIt records]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List (Springshare/​LibGuides Platform)]]
  
-[[E-Book Cataloging]]+[[De-duping OCLC local bib records and MARCIt records]]
  
 [[ebooks_new_titles|E-Books:​ New Title Workflows]] [[ebooks_new_titles|E-Books:​ New Title Workflows]]
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 [[Electronic Resources Cancellation Checklist]] [[Electronic Resources Cancellation Checklist]]
- 
-[[Electronic Resources - Creating Links]] 
  
 [[Electronic Resources Invoicing in Aleph]] [[Electronic Resources Invoicing in Aleph]]
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 [[IP Addresses]] [[IP Addresses]]
- 
-[[Known Issues with Accessing E-Resources]] 
  
 [[License Violation Procedures]] [[License Violation Procedures]]
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 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]]+[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]] ​(ARCHIVED)
  
 [[perpetual_access_procedures|Perpetual Access Procedures]] [[perpetual_access_procedures|Perpetual Access Procedures]]
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 [[trials_procedures|Trial Setup and Take down Procedures]] [[trials_procedures|Trial Setup and Take down Procedures]]
 +
 +[[Known Issues with Accessing E-Resources|Troubleshooting Electronic Resources Access Issues]]
  
 [[Usage Statistics for E-resources - Rationale]] [[Usage Statistics for E-resources - Rationale]]
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 ==== Materials Management ==== ==== Materials Management ====
  
 +
 +[[Better World Books]]
  
 [[Bindery ABLE lot closing and opening]] [[Bindery ABLE lot closing and opening]]
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 [[Depository Packing Slip for Serials]] [[Depository Packing Slip for Serials]]
  
-[[EAST Materials Instructions]]+[[DVD End Processing]]
  
 [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​ [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​
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 [[Music End Processing]] [[Music End Processing]]
- 
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]] 
  
 [[Staff Working Tools Procedures]] [[Staff Working Tools Procedures]]
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 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
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 [[Electronic Access Issues for Cancelled or Ceased in Print]] [[Electronic Access Issues for Cancelled or Ceased in Print]]
- 
-[[Fly Record Processing]] 
- 
-[[Holdings Statement Syntax for HOL Records]] 
  
 [[Item Record Global Changes]] [[Item Record Global Changes]]
  
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
- 
-[[Periodical Receiving]] 
- 
-[[Serials Cancellations]] 
- 
-[[Serials Ceased Titles]] 
  
 [[serials_continuations_definitions|Serials Continuations Definitions]] [[serials_continuations_definitions|Serials Continuations Definitions]]
  
-[[serials_discard_decision_file|Serials ​Discard Decision File]]+[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
  
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]+For metadata workflows for serials, please see documentation under Metadata: Serials. For any questions regarding serials titles and cataloguing,​ please contact ​[[annk@umass.edu|Ann Kardos]]. 
 +===== Discovery & Resource Management Systems =====
  
-[[Serials Links to Useful Information]]+[[access_coordination|Access Coordination]]
  
-[[Serials New Titles]]+[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
  
-[[Serials Popular Magazines ​and Newspapers List]]+[[Batch Record Loading Updating ​and Editing Instructions]]
  
-[[Serials Prediction Patterns]]+[[Checklist requesting new Aleph collections]]
  
-[[Serials Prediction Patterns Examples]]+[[Collection Codes For Aleph MARC Records]]
  
-[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform)
  
-[[Serials Title Changes]]+[[eds_admin_management|EDS Admin Management]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]+[[hlm_admin_maintenance|HLM Admin Maintenance]]
  
- +[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
-===== Discovery & Resource Management Systems ===== +
- +
-[[Batch Record Loading Updating and Editing Instructions]] +
- +
-[[Collection Codes For Aleph MARC Records]] +
- +
-[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]+
  
 [[EZProxy Maintenance]] [[EZProxy Maintenance]]
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 [[RAPID]] [[RAPID]]
  
-[[SFX Cron Jobs]]+ARCHIVED ​[[CORAL]]
  
-[[SFX Down]]+ARCHIVED ​[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]]
  
-[[SFX Routine Maintenance]]+ARCHIVED ​[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
-[[SFX sid List]]+ARCHIVED ​[[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
  
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]+ARCHIVED ​[[SFX Cron Jobs]]
  
-[[SFX Statistics Archives Files]]+ARCHIVED ​[[SFX Down]]
  
-[[SFX Targets - Activating]]+ARCHIVED ​[[SFX Renewals]] Also includes platforms and transfers
  
-[[SFX Update Procedures]]+ARCHIVED ​[[SFX Routine Maintenance]] Recurring not including KB Updates
  
-[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]+ARCHIVED ​[[SFX sid List]]
  
 +ARCHIVED [[SFX Targets - Activating]]
  
-===== Metadata =====+ARCHIVED [[SFX Update Procedures]] Weekly KB Updates/​Monthly Maintenance
  
-[[910 Formatting]]+ARCHIVED ​[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]
  
-[[AA Chart for Cataloging to Locations As Appropriate]]+ARCHIVED ​[[SFX Statistics Archives Files]]
  
-[[Adding Dissertations and Theses to Scholarworks Collections]]+ARCHIVED ​[[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] 
 +===== General Metadata =====
  
-[[Batch Record Loading Updating and Editing Instructions]]+[[23rd_floor_linking_project_instructions]]
  
-[[Batch Uploading ETDs to ScholarWorks]] +[[Analyzed serials monographic series instructions]]
  
-[[Blocking Theses From Public View in Scholarworks]]+[[Batch Loading Team]] 
 + 
 +[[Batch Record Loading Updating and Editing Instructions]]
  
 [[Books ordered for staff use]] [[Books ordered for staff use]]
  
-[[Cataloging E-resource Versions of Print Dissertations]] +[[Circulation OnTheFly Procedures]]
- +
-[[Cataloging Equipment]]  +
- +
-[[CD-ROM cataloging instructions]] +
- +
-[[Changing one year campus access titles to open access]]+
  
 [[Closing monographic series records]] [[Closing monographic series records]]
- 
-[[Correcting theses and dissertations metadata on ScholarWorks pages]] 
  
 [[Cross-linking Bound-withs Title changes and Ser anals]] [[Cross-linking Bound-withs Title changes and Ser anals]]
- 
-[[Cutter Table]] 
  
 [[De-duping OCLC local bib records and MARCIt records]] [[De-duping OCLC local bib records and MARCIt records]]
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 [[De-ref Procedures]] [[De-ref Procedures]]
  
-[[Dissertations and Theses Overview]] +[[Digital Bookplates]]
- +
-[[Dissertations Missing from Scholarworks]] +
- +
-[[DVD Cataloging Streamlined Guidelines]] +
- +
-[[DVD Fastcat Instructions]] +
- +
-[[Electronic Dissertations Workflow]] +
- +
-[[Electronic Theses Workflow]] +
- +
-[[E-resource record quality checklist]] +
- +
-[[E-Resources Cataloging - FASTCAT Standards]] +
- +
-[[E-Resources Cataloging Instructions for Free Internet Resources]] +
- +
-[[E-Resources Cataloging Instructions for Licensed Resources]]+
  
 [[Faculty Writing Place - Cataloging & Processing]] [[Faculty Writing Place - Cataloging & Processing]]
  
 [[Five College Uniform Language for Linking in 856 fields]] [[Five College Uniform Language for Linking in 856 fields]]
- 
-[[Graduate Degree Program Codes]] 
  
 [[Gov Docs Transfer Project Instructions]] [[Gov Docs Transfer Project Instructions]]
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 [[Gov Docs Transfer Project Student Job Description]] [[Gov Docs Transfer Project Student Job Description]]
  
-[[Government Documents Cataloging]]+[[Item types]] 
 + 
 +[[Linked Mt Ida Instructions]] 
 + 
 +[[Linking Project instructions current version 2019]]
  
 [[Landscape Architecture and Regional Planning Masters Projects Workflow]] [[Landscape Architecture and Regional Planning Masters Projects Workflow]]
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 [[Macro Express Instructions on Capturing Mouse Movements]] [[Macro Express Instructions on Capturing Mouse Movements]]
- 
-[[maps_cataloging_resources|Map Cataloging Resources]] 
- 
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]] 
  
 [[MARCIt Record Loads]] [[MARCIt Record Loads]]
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 [[Masha Rudman Childrens Collection Hierarchical Codes]] [[Masha Rudman Childrens Collection Hierarchical Codes]]
- 
-[[Mass Docs Cataloging Procedures]] 
  
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[microforms_overview|Microforms Overview]]+[[Mt. Ida Reserves]]
  
-[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]+[[Reinstatements]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[Renaissance Center ​Cataloging ]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+[[Replacements]]
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[Separate record policy for free electronic resources]] 
 + 
 +[[Tableau Cataloging Statistics]] 
 + 
 +[[Withdrawal of Library Materials]]  
 +==== Cataloging Guidelines & Fastcat ==== 
 + 
 +[[Cataloging Equipment]]  
 + 
 +[[Cataloging monographs fastcat]] 
 + 
 +[[CD-ROM cataloging instructions]] 
 + 
 +[[DVD Cataloging Streamlined Guidelines]] 
 + 
 +[[DVD Fastcat Instructions]] 
 + 
 +[[E-resource record quality checklist]] 
 + 
 +[[E-Resources Cataloging - FASTCAT Standards]] 
 + 
 +[[Government Documents Cataloging]] 
 + 
 +[[maps_cataloging_resources|Map Cataloging Resources]] 
 + 
 +[[Mass Docs Cataloging Procedures]] 
 + 
 +[[minimal_metadata_guidelines | Minimal Metadata Guidelines]]
  
 [[Monographs Workflow Overview]] [[Monographs Workflow Overview]]
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 [[Mount Holyoke Cataloging]] [[Mount Holyoke Cataloging]]
  
-[[NACA Publications ​Cataloging ​and Processing]]+[[OCA Cataloging ​Procedures]]
  
-[[NACO Documentation]]+[[Photocopy cataloging]]
  
-[[NASA Special Publications (NASA SPs)]]+[[rush_cataloging_and_processing_workflow|RUSH cataloging and processing workflow]]
  
-[[OCA Cataloging ​Procedures]]+[[Setting_holdings_on_OCLC]] 
 + 
 +[[SCUA ​Cataloging]] 
 + 
 +[[Y Federal Documents Cataloging]] 
 + 
 +==== ETD Documentation ==== 
 + 
 +[[Batch Uploading ETDs to ScholarWorks]]  
 + 
 +[[Blocking Theses From Public View in Scholarworks]] 
 + 
 +[[Cataloging E-resource Versions of Print Dissertations]] 
 + 
 +[[Changing one year campus access titles to open access]] 
 + 
 +[[Correcting theses and dissertations metadata on ScholarWorks pages]] 
 + 
 +[[Dissertations and Theses Overview]] 
 + 
 +[[Dissertations Missing from Scholarworks]] 
 + 
 +[[Graduate Degree Program Codes]] 
 + 
 +[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
  
 [[Open Access Dissertations - Instructions for Uploading to Scholarworks]] [[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
  
 [[Ordering and Processing Dissertations from ProQuest]] [[Ordering and Processing Dissertations from ProQuest]]
 +
 +[[ScholarWorks Theses and Dissertations Series Abbreviations]]
 +
 +[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
 +
 +[[Transferring ETD files from Proquest]]
 +
 +__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
 +
 +[[Adding Dissertations and Theses to Scholarworks Collections]]
 +
 +[[Electronic Dissertations Workflow]]
 +
 +[[Electronic Theses Workflow]]
  
 [[Paper Dissertations and Theses Workflow]] [[Paper Dissertations and Theses Workflow]]
  
-[[Photocopy cataloging]]+[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]
  
-[[RDA Training materials]]+==== Microforms ====
  
-[[RDA vs. AACR2 Basic Differences]]+[[microforms_overview|Microforms Overview]]
  
-[[Reinstatements]]+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
  
-[[Renaissance Center ​Cataloging ]]+[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]
  
-[[Replacements]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes (Connection,​ Worldcat, etc.) - Guide from OCLC]]+==== Music Cataloging ====
  
-[[Setting_holdings_on_OCLC]]+[[Fast originalcat Music Recitals (CDs)]]
  
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]+[[Fastcat LPs]]
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+[[Fastcat Music Audio Recordings (CDs)]]
  
-[[SCUA ​Cataloging]]+==== Resources for Cataloging ​& Metadata Staff =====
  
-[[Separate record policy for free electronic resources]]+[[049 fields]]
  
-[[Serials Cancellations]]+[[910 Formatting]]
  
-[[Serials Ceased Titles]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[cutter_table|Cutter Table]]
  
-[[Serials Links to Useful Information]]+[[EAST Reallocations Spreadsheet]]
  
-[[Serials New Titles]]+[[Metadata Help LibAnswers]]
  
-[[Serials Popular Magazines and Newspapers List]]+[[metadata_resources|Metadata Resources]]
  
-[[Serials Prediction Patterns]]+[[OCLC Record Manager]]
  
-[[Serials Prediction Patterns Examples]]+[[Python]]
  
-[[Serials Title Changes]]+[[RDA Training materials]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials ​- Unsolicited Gifts (POS) Procedures]]+==== Serials ​Workflows ====
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
  
-[[Special Added Volume sequences]]+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
  
-[[Staff Working Tools Procedures]]+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
  
-[[Transferring ETD files from Proquest]]+[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
  
-[[Withdrawal of Library Materials]] +[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
  
-[[A Federal Documents Cataloging]]+[[serials_workflow_new_titles|Serials Workflow: New Titles]]
  
-[[Y Federal Documents Cataloging]]+[[Periodical Receiving|Serials Workflow: Periodical Receiving]] 
 + 
 +[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]] 
 + 
 +[[serials_workflow_title_changes|Serials Workflow: Title Changes]] 
 + 
 +[[MARC 866 Guidelines]] 
 + 
 +[[Missing and Lost Serials and Bound Periodicals]]
  
 ==== Science and SEL ==== ==== Science and SEL ====
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 [[sel_transfers_to_repository|SEL Transfers to Repository]] [[sel_transfers_to_repository|SEL Transfers to Repository]]
 +
 +[[Special Added Volume sequences]]
  
 ===== Statistics ===== ===== Statistics =====
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 [[ALEPH Tools]] [[ALEPH Tools]]
 +
 +{{:​evolving_workflows_-_2016|Evolving Workflows 2016}}\\
  
 [[Macro Express Instructions]] [[Macro Express Instructions]]
Line 514: Line 561:
 [[http://​digitalcommons.unf.edu/​library_facpub/​13/​|RDA Training Guide]] [[http://​digitalcommons.unf.edu/​library_facpub/​13/​|RDA Training Guide]]
  
 +[[Classification Web]]
 +
 +=====Student Employees=====
 +
 +[[Resources for student supervisors]]
 +
 +[[http://​moodle.umass.edu|Moodle:​ Resources for library student workers]]
 +
 +Student Forms: Libwire Home » Online Forms » [[https://​intranet.library.umass.edu/​intranet/​Forms/​view_items.cfm?​MenuID=7&​CategoryID=5|Student forms]] ​
 +
 +=====Documentation from Other Departments=====
 +
 +[[Circulation Documentation]]
 +
 +[[Learning Commons Documentation]]
 +
 +[[Reserves Documentation]]
 +
 +[[SEL Desk Manual]]
  
start.txt · Last modified: 2024/06/17 20:23 by mbanach
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